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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,936 | $55,902-64.3% | $76,030-73.8% | $80,959-75.4% |
| Participation rate | 93.9% | 62.1%+31.9pp | 69.1%+24.9pp | 67.7%+26.3pp |
| Annual return | 11.30% | 20.59%-9.3pp | 361.54%-350.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $288 | $1,867-84.6% | $2,688-89.3% | $2,757-89.6% |
| Participant deferral / active EE | $1,240 | $3,051-59.4% | $4,257-70.9% | $4,300-71.2% |
| Admin fee / account holder | $5,144 | $5,239-1.8% | $6,421-19.9% | $6,925-25.7% |